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UnitedHealth

3,118 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 272 funds opening new positions, 1,268 increasing their positions, 1,408 reducing their positions, and 644 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,118
Holders Change
-437
Holders Change %
-12.29%
% of All Funds
41.79%
Holding in Top 10
73
Holding in Top 10 Change
-150
Holding in Top 10 Change %
-67.26%
% of All Funds
0.98%
New
272
Increased
1,268
Reduced
1,408
Closed
644
Calls
$15.3B
Puts
$12.1B
Net Calls
+$3.19B
Net Calls Change
+$2.33B
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
1351
Landscape Capital Management
New Jersey
$2.01M -$2.13M -6,835 -52%
ST
1352
Somerset Trust
Pennsylvania
$2M -$174K -558 -8%
DAM
1353
Deltec Asset Management
New York
$2M +$2M +6,420 New
BSAM
1354
Blue Square Asset Management
New York
$2M +$383K +1,228 +24%
NFSG
1355
Newbridge Financial Services Group
Florida
$2M +$1.76M +5,641 +744%
GMFG
1356
Greater Midwest Financial Group
Minnesota
$1.99M +$387K +1,241 +24%
VM
1357
Venator Management
Pennsylvania
$1.99M +$1.99M +6,370 New
CB
1358
Community Bank
New York
$1.98M -$187K -600 -9%
BWM
1359
BCGM Wealth Management
Indiana
$1.98M +$736K +2,359 +59%
BFA
1360
Brown Financial Advisors
Ohio
$1.98M +$199K +638 +11%
CA
1361
Claro Advisors
Massachusetts
$1.98M -$1.16M -3,717 -37%
BAAM
1362
Baker Avenue Asset Management
California
$1.97M +$104K +334 +6%
ICP
1363
Impact Capital Partners
Colorado
$1.97M -$65.2K -209 -3%
AIMA
1364
Ables Iannone Moore & Associates
Georgia
$1.97M +$767K +2,457 +64%
NS
1365
NBC Securities
Alabama
$1.96M -$487K -1,562 -20%
GSB
1366
Greenfield Savings Bank
Massachusetts
$1.96M +$100K +322 +5%
SLC
1367
Second Line Capital
Louisiana
$1.96M -$41.5K -133 -2%
SMA
1368
Sage Mountain Advisors
Georgia
$1.95M -$18.1K -58 -0.9%
SWM
1369
Sendero Wealth Management
Texas
$1.95M +$842K +2,699 +76%
MTIM
1370
Marathon Trading Investment Management
Pennsylvania
$1.94M +$1.94M +6,223 New
SNB
1371
Security National Bank
Nebraska
$1.94M -$3.45M -11,065 -64%
RSWM
1372
Robertson Stephens Wealth Management
California
$1.94M -$418K -1,341 -18%
SFI
1373
SPC Financial Inc
Maryland
$1.93M -$123K -394 -6%
Polen Capital Management
1374
Polen Capital Management
Florida
$1.93M -$322M -1,031,401 -99%
BFO
1375
Boston Family Office
Massachusetts
$1.92M +$113K +363 +6%